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| WHAT CRM EXPERTS ARE SAYING |
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"Prophet has salespeople hooked." |
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| PROPHET CRM WEBINAR |
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“The more you learn, the more you earn.” Therefore we take pride in putting together webinars that will add value to your learning and earnings. Please join us for one of our fun and educational webinars. |
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Other upcoming webinars |
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Create a Consistent & Repeatable Sales Process
February 24
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How to Use Prophet CRM for Managing your Sales Team
March 3
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| Jane is now taking the opportunity to clean-out defunct contacts
and polish up the good ones. The better the contact list in quantity and
quality, the more effective the user is as a business relationship
professional. |
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| Jane wanted to get two things done to organize her contacts: |
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1. |
Delete or edit old contacts to update with current information |
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2. |
Insert every important contact into a category to make sending
group emails, quick lookups and other organizational tasks easier. Here’s how
to categorize a contact: |
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| a. |
Open the contact by double clicking in the Prophet List Window |
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Click on the Categories button on the lower right hand side |
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| c. |
Select the categories to add this contact to or create new
categories in the master list. |
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| Next Step – Start Tracking an Opportunity |
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